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First Trust Enhanced Short Maturity ETF

417 hedge funds and large institutions have $4.8B invested in First Trust Enhanced Short Maturity ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 156 increasing their positions, 188 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $4.92B → $4.8B (-$116M)

1.49% less ownership

Funds ownership: 77.25%75.76% (-1.5%)

3% less funds holding

Funds holding: 428417 (-11)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

17% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 188

Holders
417
Holders Change
-11
Holders Change %
-2.57%
% of All Funds
5.49%
Holding in Top 10
33
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.16%
% of All Funds
0.43%
New
31
Increased
156
Reduced
188
Closed
37
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
376
Global Trust Asset Management
Florida
$159K
WIM
377
Westside Investment Management
California
$138K
PWAM
378
Private Wealth Asset Management
Iowa
$120K
DFA
379
DHJJ Financial Advisors
Illinois
$93.3K -$20.4K -340 -18%
LFG
380
Larson Financial Group
Missouri
$89.4K -$4.31K -72 -5%
GEA
381
Glen Eagle Advisors
New Jersey
$73.3K
IIL
382
Insight Inv LLC
California
$70.3K
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$68.9K
SL
384
Salomon & Ludwin
Virginia
$59.9K
PB
385
Pinnacle Bancorp
Nebraska
$54.8K
PFBT
386
Parkside Financial Bank & Trust
Missouri
$47.9K
TFGT
387
TS Financial Group (TSFG)
Illinois
$37K +$359 +6 +1%
CPG
388
Cornerstone Planning Group
New Jersey
$31.2K -$3.53K -59 -10%
DSC
389
Duncker Streett & Co
Missouri
$29.9K
NFSG
390
Newbridge Financial Services Group
Florida
$26.9K +$25.3K +423 +1,567%
SIS
391
Sound Income Strategies
Florida
$24.2K +$300 +5 +1%
AP
392
Atwood & Palmer
Missouri
$23.9K -$356K -5,950 -94%
FF
393
Friedenthal Financial
New Jersey
$22.3K +$3.06K +51 +16%
HNB
394
Huntington National Bank
Ohio
$20.1K
AF
395
Allworth Financial
California
$19.9K +$19.9K +332 New
William Blair & Company
396
William Blair & Company
Illinois
$18.3K +$2.4K +40 +15%
OWP
397
ORG Wealth Partners
Texas
$17.5K
PNC Financial Services Group
398
PNC Financial Services Group
Pennsylvania
$17.4K
KIG
399
Kessler Investment Group
Indiana
$15.9K +$15K +250 +1,667%
CAL
400
Capital Analysts LLC
Pennsylvania
$13K

FTSM Hedge Fund Activity: Q2 2025 in Review

417 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Enhanced Short Maturity ETF (FTSM) for Q2 2025, worth a combined $4.8B — down 2.4% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FTSM and 31 opened new positions — a net loss of 6 holders — while 188 trimmed existing stakes and 156 added.

The largest buyer was Paragon Advisors, opening a new position worth an estimated $63.8M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $90.9M sold.

  • 417 institutional investors held First Trust Enhanced Short Maturity ETF (FTSM) as of Q2 2025, down from 428 in Q1 2025.
  • Funds reported $4.8B of First Trust Enhanced Short Maturity ETF stock for Q2 2025, down 2.4% quarter-over-quarter.
  • 31 funds opened new First Trust Enhanced Short Maturity ETF positions in Q2 2025 and 37 closed out, a net change of -6 holders.
  • The largest First Trust Enhanced Short Maturity ETF buyer in Q2 2025 was Paragon Advisors, an estimated $63.8M added.
  • The largest First Trust Enhanced Short Maturity ETF seller in Q2 2025 was Renaissance Technologies, an estimated $90.9M sold.

Based on aggregated 13F filings for Q2 2025.